Top Wealth Management Companies in United States (2026 Update)

Browse Wealth Management companies in United States with up-to-date profiles — funding rounds, investors, hiring, and expansion signals. Find recently funded and growing companies. Updated 2026.

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Showing 1800 Companies

Company	Location	Founded	Industry	Services	Target Customers	Business Model	Revenue Model	Founders	Employees	Funding Stage
DAIZY Compliant AI-powered investment communications, from fu…	New York, United Sta...	2018	AI Crypto +3	AI-generated Financial Content Automation Of Fund Commentaries +4	Asset Managers Financial Advisors +4	B2B SaaS +1	Subscription Usage Based +1	—	38	Pre Seed
Botin Investing in stocks and crypto, made simple.	Wilmington, United S...	2021	Crypto Finance +5	—	—	—	—	—	2	Seed
Alkymi The Enterprise AI Platform for Private Markets Data	New York, United Sta...	2017	AI Analytics +5	Data Inbox Data Sourcing +4	Asset Allocators Financial Firms +4	B2B SaaS	Subscription Usage Based +1	—	42	Unknown
CogniCor \| AI for Financial Ad... The AI Intelligence Layer for the Wealth Management Ind…	Palo Alto, United St...	2018	AI Fintech +3	AI-Powered Insights And Actions Automated Efficiency In Advisory Workflows +5	Wealth Financial Advisors Home Offices +3	B2B SaaS +1	Subscription Usage Based +1	—	59	Seed
Wahed Freedom from Riba	London, United Kingd...	2017	Financial Services Fintech +2	—	—	—	—	—	181	Series B
Goalsetter Winner of the 2022 FinTech Breakthrough Award for “Best…	New York, United Sta...	2015	EdTech Financial Services +3	—	—	—	—	—	69	Series A
CAN Capital We exist to help small business succeed!	Marietta, United Sta...	1998	Finance Financial Services +3	—	—	—	—	—	241	Debt Financing
Nada Inc. Unlocking real estate wealth for everyone.	Dallas, United State...	2019	Financial Services Fintech +4	—	—	—	—	—	952	Seed
Summit Wealth Systems Empowering abundance for wealth managers and their clie…	San Francisco, Unite...	2019	Wealth Management	—	—	—	—	—	16	Series A
Modern Wealth Management Confidence, Freedom, and Time	Lenexa, United State...	1996	Financial Services Wealth Management	—	—	—	—	—	171	Private Equity
Farther Move your wealth forward	New York, United Sta...	2019	Finance Financial Services +2	—	—	—	—	—	282	Seri C
nest egg The future of investment advice.	Conshohocken, United...	2016	Finance Platforms +1	—	—	—	—	—	13	Pre Seed
Plenty The free money app for couples.	San Francisco, Unite...	2022	Financial Services Fintech +2	—	—	—	—	—	9	Seed
ForwardLane Inc. Powerful personalized insights for financial services p…	New York, United Sta...	2015	AI Finance +4	—	—	—	—	—	16	Convertible Note
Range Range is the all-in-one wealth management dashboard and…	Mclean, United State...	2020	Financial Services Fintech +1	—	—	—	—	—	81	Series A
Atlanta Wealth Building Initia... Leveraging ideas, people and capital to close the racia…	Atlanta, United Stat...	2017	Wealth Management	—	—	—	—	—	14	Grant
Liveoak Technologies, a DocuSi... Liveoak is now a DocuSign company. The Agreement Cloud…	Austin, United State...	2014	Analytics Insurance +2	—	—	—	—	—	2	Series A
Savi A social impact startup connecting 46 million Americans…	Washington, United S...	2017	Finance Financial Services +3	—	—	—	—	—	46	Series Unknown
Masttro Wealth in full view. Masttro is The WealthData Company.	New York, United Sta...	2010	Financial Services Fintech +3	—	—	—	—	—	64	Series A
leafplanner Connecting the disparate parts of life, enabling famili…	Salt Lake City, Unit...	2021	Information Technology Wealth Management	—	—	—	—	—	10	Series Unknown